EZLynx + Microsoft Outlook

Create Personal Prospects in EZLynx from new Microsoft Outlook contacts

Create a new personal lines prospect in EZLynx whenever a new contact is created in Microsoft Outlook. This integration can help ensure you never miss a sales lead!

Create a new personal lines prospect in EZLynx whenever a new contact is created in Microsoft Outlook. This integration can help ensure you never miss a sales lead!

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    EZLynxEZLynx
    Create Personal Prospect

    Creates a new personal prospect.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
ezlynx logo
ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Help

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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